Wealth Systems & Services

Wealth Systems & Services

The financial management process at Dorman Financial Management begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side, so that you're confident in and comfortable with the financial recommendations we make.

Here at Dorman Financial Management, we are happy to construct and maintain your personal Wealth Management website for you, as we value your partnership with us and are always striving to provide the highest quality of services for you.

Our Wealth Management System is a web-based, wealth-planning tool that offers an aggregated, comprehensive view of your financial portfolio, as well as features and functions that enable more comprehensive financial planning and customized reporting capabilities to help meet your needs.

The interactive system provides a Comprehensive Planning Center, including:

  • Account aggregation allows you to view all account information in one place
  • Your personal Client Financial Home Page enabling us to collaborate with you
  • Alliance Partnerships to allow for collaboration with attorneys, accountants etc.
  • Report Center which includes a variety of reports including: Balance sheet, Education planning, Estate calculations, Insurance analysis and more
  • Goal Planning Tools and Calculators
  • An on-line storage Vault that helps you keep track of valuable documents
  • Awards Manager enables you to research and compare different reward program benefits and manage your reward